Top 3 Senior client services associate Jobs in San Diego, Ca

Tax Senior Associate – Private Client Services
EisnerAmper LLP —La Jolla, CA
- Full-time
- Hybrid work
- CPA
- Mid-level
- Master's degree
Sr. Client Success Manager
IPS Group Inc. —San Diego, CA
- $75,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Dental insurance
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11d

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Sr. Client Success Manager
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$75,000 - $85,000 a year
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Tax Senior Associate – Private Client Services

EisnerAmper LLP -
La Jolla, CA

Apply Now

Job Details

Full-time

Qualifications

Bachelor's degree

Full Job Description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services.

What it Means to Work for EisnerAmper:

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

You will have the flexibility to manage your days in support of our commitment to work/life balance

You will join a culture that has received multiple top “Places to Work” awards

We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

We understand that embracing our differences is what unites us as a team and strengthens our foundation

Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

Build impactful relationships with new and existing clients and maintain relationships with firm leadership.

Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

Mentor and coach junior team members.

Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Basic Qualifications:

Bachelor’s Degree in Accounting or equivalent field is required

2+ years of tax compliance and/or tax consulting experience

Preferred/Desired Qualifications:

Master’s Degree in Taxation or relevant field

CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification

Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients’ problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you’re passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it’s important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email: [email protected]

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#LI-Hybrid

Preferred Location:

La Jolla

Apply Now

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